# Solutions for Private Corporations

## Equity management, simplified

Manage equity effortlessly at every growth stage - from founding through going public.

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Key benefits

01

### Raise with confidence

Gain full visibility into your fundraise with purpose-built tools to plan, model and close every round - from first check to exit.

- Bring clarity to early-stage fundraising  
SEIS/EIS, cap table sync, data rooms

- Close priced rounds with speed and precision  
Deal Closings, scenario modelling

- Stay liquidity-ready and investor-aligned  
Liquidity, IPO Advisory, investor relations tools

02

### Stay on top of your equity

Manage your cap table, issue grants and easily track changes in one centralised platform. No more spreadsheets or disconnected tools.

- Engage employees with leading equity tools  
Equity plans, hiring and fundraising insights

- Operate faster through automation  
Cap table, electronic securities

- Simplify stakeholder updates  
Board management, investor relations tools

03

### Navigate compliance, effortlessly

Automate reporting, avoid errors and stay ahead of tax and legal requirements on a platform built to maintain compliance without the headaches.

- Get audit-ready valuations on demand  
EMI, CSOP or 409A

- Simplify compliance with direct filings  
HMRC, Companies House filings, SH01, CS01

- Streamline your financial reporting  
UK GAAP, IFRS

\,VkXEquity holders on platform  
+WF4dvAssets on platform  
+6<u'raised by companies on Carta

## One platform. Zero friction.

Confidently raise, hire and exit with insights powered by your connected cap table.

Products & Features

- Equity Compliance  
- Valuations  
- Share Plans  
- Compensation Management

### Equity Compliance

Put compliance on auto-pilot with automated registers and direct filings.

## Flexible EIS & SEIS fundraising support for founders who need results fast.

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Built for teams

## Different roles, same page

Whether you run the business or run the numbers, stay in sync with one connected platform.

### For Founders & CEOs

Raise, hire and scale with precision - get full visibility into how equity and dilution shift as your team grows.

### For CFOs

Simplify fundraising, streamline reporting, reduce risk and strategically manage your company's equity.

### For HR teams

Attract and manage talent efficiently with compensation and equity benchmarking integrated with your HRIS.

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## Trusted by over 50,000 companies

- Bloom Logo
- Codat Logo
- Elliptic Logo
- Longbottom Logo
- Outthink Logo
- Rafiki Logo
- Thndr Logo

## Testimonials

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The Carta team’s attention to detail and positive attitude made our entire onboarding experience incredible. We were on a tight timeline, so they went above and beyond to deliver everything we needed to set up our cap table before the deadline.

Desiree Dickerson  
CEO, thndr.io

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When potential investors requested copies of the cap table, we had to create them in Excel. There was a risk it was wrong and contained mistakes. We started looking around for an alternative and Carta was quickly recommended by our legal advisors.

Ben Adams  
CFO, Nourished

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Carta is a one-stop shop for everything equity-related. All our data is accurately stored, and investors have direct access. The manual and time-consuming efforts are out of the picture.

Charalampos Chatzitheodosiou  
Financial Accounting, Plum

## FAQs

### My company is at a very early stage, can Carta help my startup?
### Can I get a demo of the equity management product?
### What could I expect from the onboarding process?
### Does Carta offer products to support Private Equity firms?
### How does Carta handle cap table data?

## Equity management, simplified

Manage equity effortlessly at every growth stage - from founding to going public.